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Guraaf  

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  • Chipotle's Bad News Adds Uncertainty That Is Not Worth The Price [View article]
    I agree - I see Chipotle coming doing below $550 in the current quarter. Profit growth will come down to 30% Q-on-Q by end of the year and the P/E will come down as well. I would see now if I had any investment.
    Apr 23, 2015. 10:09 AM | 2 Likes Like |Link to Comment
  • Fastenal Has What It Takes To Hold Together Your Dividend Growth Portfolio [View article]
    Thanks for the article. There is some threat in terms of Amazon getting into the business of supplying fasteners and other products that are Fastenal's mainstay. At least some business will be lost to Amazon and margins may come under pressure.

    What is the moat? The largest distribution network? The automated vending machines or something else? I have been trying to figure out but don't get a convincing answer. There must be something given the high P/E the stock trades at typically.
    Apr 22, 2015. 10:43 AM | 1 Like Like |Link to Comment
  • Chipotle Mexican Grill, Inc. Announces Fourth Quarter and Full Year 2014 Results [View article]
    "franchises"? You do realize that Chipotle does not use the franchise model. All restaurants are owned by CMG themselves.
    Apr 21, 2015. 10:05 PM | Likes Like |Link to Comment
  • Why Amazon's Next Earnings Report Is Important [View article]
    Logical Thought - it is a commodity business as such but Amazon does have a head start. Their API is more advanced. They offered better tools and software for a designer to manager their apps, load balancing and report generation.

    Others are catching up but right now the AWS offers better tools for the software developer. The price may be more or less. The hardware across companies may be similar but the actual API is better at Amazon. Now everyone may not need it... but still.

    None of this justifies the current stock price (in my humble opinion) but that is another matter.
    Apr 17, 2015. 12:25 PM | 4 Likes Like |Link to Comment
  • 5 Solid Dividend Stocks With 5%-Plus Yields [View article]
    Then you file Form 1116 which is complicated.
    Apr 14, 2015. 07:08 AM | Likes Like |Link to Comment
  • Qualcomm: Still A Cash Machine, Samsung-Based Negativity Overblown [View article]
    The phones from Xiaomi, Huawei, Lenovo, ZTE and other Chinese manufacturers aren't all using QCOM chips. Think Mediatek and other Chinese players (erstwhile Spreadtrum).

    If the market for mobile chips is growing and Qualcomm will get a bigger market share then why hasn't this happened so far? Why have earnings grown slowly over the last 6-7 quarters? Growth is definitely slowing.

    Samsung Exynos will be used in non-Samsung phones as well. The chips in 2016 will be 10 nm from Samsung while Qualcomm may not get access to that technology via TSMC by then. They may still be 22nm or 14nm. Could make a difference there as well.

    Qualcomm has distractions too like the e-Ink companies (Mirasol and Pixtronix) that didn't go anywhere. Then their own Smartwatch (Toq), health initiative, Internet of Things... Still not able to displace Broadcom from WiFi/BT combo chips. ARM-based servers may also require huge investments and little differentiation from Cavium and others. It is a brutal market.

    And a reader suggested to wait till $65. Is $2.50 really that important? What is the approx. holding period considered? Over 2-5 years, I doubt $2 is important. Why then try to get it at 65 and not right away?
    Apr 7, 2015. 08:45 PM | 1 Like Like |Link to Comment
  • Qualcomm: Still A Cash Machine, Samsung-Based Negativity Overblown [View article]
    Qualcomm will lose more business. First at Samsung and then at other phone companies. Intel is catching up - both modem and APs. Mediatek is giving them a run for their money as well. Apple may buy their modem elsewhere or design inhouse.

    You are primarily looking at trailing earnings and P/E. Look at what might be coming in 2016 and beyond. Things aren't that rosy.
    Apr 7, 2015. 09:57 AM | 3 Likes Like |Link to Comment
  • Netflix: The Real House Of Cards [View article]
    I agree and don't understand why so many buyers think otherwise? Content obligations are huge and that should keep the earning per share rising up quickly. So why is everyone paying $450 for the stock? I must be missing something.
    Apr 4, 2015. 01:30 PM | 3 Likes Like |Link to Comment
  • Lincoln Electric Facing A Tougher Year [View article]
    Thanks for the article.

    Who could potentially acquire them? Someone like Emerson, Dover, Honeywell, ITW, Colfax, Danaher or someone else?
    Apr 4, 2015. 12:36 PM | Likes Like |Link to Comment
  • Bancolombia: Buy This Fast-Growing Bank At 5-Year Lows [View article]
    Ian, Thanks for the excellent article and the engrossing stream of comments that it generated. Well done.

    --> "As for me, I'm DCAing... not in Bancolombia per say, but by buying into companies in various country's whose currencies have fallen sharply against the dollar. "

    You mentioned that you are building a portfolio of foreign stocks. I would love to hear some other ideas. Thanks in advance!
    Mar 17, 2015. 06:39 AM | 2 Likes Like |Link to Comment
  • Precision Castparts Is A Great Long-Term Investment [View article]
    Thanks for the pointer. I read the Wikipedia and understood a part of the process. It appears complex indeed!
    Mar 9, 2015. 08:02 PM | Likes Like |Link to Comment
  • Precision Castparts Is A Great Long-Term Investment [View article]
    BTW - why is it called "investment" casting?
    Mar 9, 2015. 12:27 PM | 1 Like Like |Link to Comment
  • Precision Castparts Is A Great Long-Term Investment [View article]
    Who are PCP's competitors?
    Mar 7, 2015. 06:29 PM | 1 Like Like |Link to Comment
  • Effects Of Withholding Rates And Foreign Tax Credit Structures [View article]
    Well it is not that simple. You can't claim all the withheld taxes. Suppose more than $600 were withheld by the foreign country on dividends paid. Then you need to file Form 1116 which is quite complex and you don't get to claim a credit for all taxes withheld.
    Feb 24, 2015. 09:48 PM | 1 Like Like |Link to Comment
  • Sweden Cuts Interest Rates Below Zero For The First Time [View article]
    Thanks for the article. Any views on Swedish stocks? What might be the impact on the Swedisk krona? Time to sell Swedish stocks or buy them?
    Feb 20, 2015. 09:35 AM | Likes Like |Link to Comment
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